NEW FEATURE REQUEST

Merge Duplicates

Showing 13

Ability to lock a constituent record so that it cannot be merged

We have many records of people with similar names and sometimes these records get merged when they shouldn't be. It would be great if we could lock VIP records to prevent them from being merged or deleted.
5 months ago in Merge Duplicates / Profile 0 Not Prioritized

Merging "opted out" of email interests

When merging duplicate constituent records, I noticed that under Communication Restrictions, a "Do Not Mail" restriction was carried over from one profile to another, but an "Opted Out" under Email Interests was not. This should be a field that ta...
almost 2 years ago in Merge Duplicates 2 Not Prioritized

Confirm Merge when selecting "merge selected" from the duplicate screen

In the Duplicate Constituents screen, if you select "Show More Details" in the individual profile, select the profile you want to keep, and click "Merge Selected", you get a confirmation window that says "Confirm Merge". This should also be a safe...
about 1 year ago in Merge Duplicates 1 Not Prioritized